Sebastian Guerra is the President of Guerra Wealth Advisors, a hybrid advisory agency primarily based in Miami with practically $15M of income and virtually 60 group members, supporting over 1,700 consumer households. What’s distinctive about Sebastian is how his agency has applied a high quality management system the place a group member follows up with shoppers proper after their advisor conferences to collect suggestions and guarantee excessive service requirements. This method not solely improves the consumer expertise, but additionally encourages referrals, on-line opinions, and social media engagement by prompting shoppers to behave instantly after offering optimistic suggestions.
Pay attention in as Sebastian discusses how the agency attracts and consolidates belongings from new and current shoppers—onboarding practically 480 households in a single 12 months—with instructional occasions and a streamlined course of enabling advisors to deal with as much as 35 weekly conferences. He additionally highlights how his agency has benefited from utilizing the Entrepreneurial Working System amidst its speedy progress, how his agency leverages an in-house recruiter to search out prime expertise, and the way he balances his enterprise commitments together with his evolving priorities as a brand new husband and father.
For present notes and extra go to: https://www.kitces.com/425
